Job Description
We’re working with a rapidly growing financial planning firm in Liverpool that's expanding its support team and offering a fantastic opportunity for a Junior Paraplanner to join them onsite. If you’ve started your diploma exams and are eager to build a long-term career in paraplanning, this is a great next step.
What’s on offer:
* Salary up to £40,000 depending on experience and exam progress
* Full-time, office-based role in a modern Liverpool workspace
* Supportive and collaborative environment with structured development
* Clear progression pathway into full paraplanning and beyond
* Exposure to a diverse client base and broad casework
About the role:As a Junior Paraplanner, you'll be supporting the paraplanning and advisory team with a mix of technical and administrative tasks, gradually taking on more responsibility as your experience and qualifications grow.
Typical duties include:
* Preparing research and technical information to support financial recommendations
* Drafting suitability reports for review and compliance approval
* Gathering and analysing client data, including fact-finds and existing policy information
* Liaising with providers for valuations and product information
* Maintaining accurate records and supporting advisers in client planning meetings
* Assisting with ongoing reviews, cashflow modelling, and client servicing
What we’re looking for:
* Completion of at least a few exams toward the Level 4 Diploma in Financial Planning (CII or equivalent)
* Experience in an IFA support, paraplanning assistant, or technical administration role
* A solid understanding of financial planning basics: pensions, investments, ISAs, protection
* Excellent attention to detail and strong organisational skills
* A genuine desire to progress in a technical role with long-term career ambitions
This role offers hands-on learning, professional development, and the chance to be part of a thriving, close-knit team in one of the North West’s most ambitious wealth firms.